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Chung Wu Investment Group’s American Express AXP Stock Holding History

Chung Wu Investment Group’s Portfolio AXP Stock Details AXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$68K Hold
201
– – 0.04% 143
2026
Q1 		$60.8K Buy
201
+50
+33% +$16.8K 0.05% 128
2025
Q4 		$55.9K Hold
151
– – 0.05% 129
2025
Q3 		$50.2K Buy
151
+36
+31% +$11.5K 0.04% 139
2025
Q2 		$36.7K Buy
+115
New +$32.4K 0.04% 137

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Chung Wu Investment Group's AXP Position: Q2 2026 in Review

Chung Wu Investment Group held its American Express (AXP) position steady in Q2 2026 at 201 shares worth $68K. The position accounts for 0.04% of the portfolio, ranked #143.

Chung Wu Investment Group first reported a position in AXP in Q2 2025 and has held it in 5 quarters since. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Chung Wu Investment Group held 201 shares of American Express worth $68K as of Q2 2026.
  • Chung Wu Investment Group left its American Express share count unchanged in Q2 2026.
  • American Express made up 0.04% of Chung Wu Investment Group's portfolio in Q2 2026, its #143 holding.
  • Chung Wu Investment Group first reported a position in American Express in Q2 2025 and has held it in 5 quarters since.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Chung Wu Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.